En+:不否認考慮分割俄鋁國際資產並創非俄新公司
格隆匯3月8日丨俄鋁(0486.HK)3月8日發佈公吿,公司注意到彭博於2022年3月4日發表文章,聲稱(其中包括)公司控股股東EN+已開始對公司進行戰略評審。公司亦注意到En+已於2022年3月7日就該文章發表聲明,於該聲明中En+已確認其目前正在評審其對公司的戰略。根據En+的聲明,正在考慮的選項包括開拓公司國際業務的可能性。En+強調,戰略評審處於初步階段,未來的任何行動方案都將有待進一步考慮,並與相關監管機構及主要利益相關者進行討論。彭博3月4日發文章稱:因俄羅斯公司受到俄烏衝突的影響,作為俄羅斯和國際投資者及資產的混合體的俄鋁或越來越難以維持。據彭博引用知情人士消息,俄鋁正考慮拆分俄羅斯鋁業國際業務,可能將產生一家將持有該集團的國際資產,不再由俄羅斯投資者所有、控制和管理的新公司,和另一家持有現有集團的大部分俄羅斯資產的公司。俄鋁57%的股份由En+集團持有。消息人士稱,新公司將接管俄鋁在全球的氧化鋁、鋁土礦和鋁資產,包括在非洲、澳大利亞和歐洲的資產。知情人士稱,En+董事長Gregory Barker將從En+董事會卸任,專注於此事,並有可能領導這家新公司。在俄鋁的國際資產中,有一家位於愛爾蘭Aughinish的氧化鋁廠,是歐洲的主要供應商,還有位於牙買加的氧化鋁廠,力拓集團在澳大利亞的工廠的股份,以及幾內亞的鋁土礦。該集團還在烏克蘭擁有一家氧化鋁精煉廠,該廠上週宣佈停止發貨。其中兩位人士表示,烏克蘭工廠有可能被納入將被分割的國際資產中。
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